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2018 Results Post Here

Posted: Tue Jan 01, 2019 10:04 am
by Cortopassi
My results for 2018:

-4.09%

Final allocation vs. target:

Image

Will be rebalancing as soon as money hits IRAs

Funds in order are VTI, TLT, VFIAX (401k), VINEX (401k), VBR, cash, part GLD part physical, part SLV part physical

Re: 2018 Results Post Here

Posted: Tue Jan 01, 2019 11:13 am
by drumminj
-1.91% overall, roughly. Contributed by buying the lagging asset

Ending allocation:

Cash: 28.33%
Gold: 22.38%
Stock: 23.24%
LTT: 26.05%

Re: 2018 Results Post Here

Posted: Tue Jan 01, 2019 11:32 am
by technovelist
Overall result: just about -1% return.

Allocation:
gold: 71%
silver: 2%
CHF: 17%
USD: 10%

Re: 2018 Results Post Here

Posted: Tue Jan 01, 2019 12:31 pm
by jacksonM
Golden Butterfly Results - no rebalancing required

Image

Note the Percentage difference should not be taken as ROI for the asset class because there was some transacting involved through the year. For example, my wife was still contributing to her 401k and also sold some stock to buy a new car.

Re: 2018 Results Post Here

Posted: Tue Jan 01, 2019 12:35 pm
by Ad Orientem
Raw HBPP returns using Portfolio visualizer (https://www.portfoliovisualizer.com/)...

For purposes of getting a raw 1 year return I used the following funds (your mileage may vary)...

VGLT= 1.53%
VGSH= 1.55%
IAU= 1.76%
VTI= 5.21%

Total return (w/o dividends) = 1.74%

Re: 2018 Results Post Here

Posted: Tue Jan 01, 2019 4:41 pm
by Ugly_Bird
-1.8%
Classical 4x25 HBPP
Current allocation:
SP500 24.9%
LTT 23.1%
Gold 24.2%
Cash 27.8%

Re: 2018 Results Post Here

Posted: Tue Jan 01, 2019 6:06 pm
by I Shrugged
Bonds 25.4% (mostly LT Treasuries)
Stocks 34.9% (about 1/3rd Non-US)
Cash and ST bonds 24.5%
Gold 15.3%

Return -2.9%

Ten year return has dipped to 5.8%.

Re: 2018 Results Post Here

Posted: Wed Jan 02, 2019 8:16 am
by sophie
My 2018 returns (calculated January 1st):

PP (working toward a GB but stocks still only 32% allocation): -2.04%
Three fund portfolio in 403b: -4.16%
TIAA-CREF (guaranteed, stock index fund, and TIAA real estate): -2.00%

I've been putting PP/GB new money into the cash allocation. No rebalance this month, but maybe soon (cash at 26%).

Re: 2018 Results Post Here

Posted: Wed Jan 02, 2019 8:57 am
by Cortopassi
Good indications that being closer to the 25% cash percentage was a good place to be for 2018.

Re: 2018 Results Post Here

Posted: Wed Jan 02, 2019 2:08 pm
by ozzy
For 2018 my JuicyPP returned -6.68%. It consists of:

Stocks: 55%
LT Bonds: 30%
Gold: 15%
Cash: 0%

http://www.tightwadweb.com/customportfolio.html

Re: 2018 Results Post Here

Posted: Wed Jan 02, 2019 2:24 pm
by jacksonM
Cortopassi wrote:
Wed Jan 02, 2019 8:57 am
Good indications that being closer to the 25% cash percentage was a good place to be for 2018.
According to my own results with the Golden Butterfly 40% stock allocation - posted above, SCV was the saving grace of my portfolio, being up 9.5% while everything else was down slightly except for other stocks which were down big time.

Nobody should take that to the bank however, because I'm skeptical myself at this point and need to take a harder look at the figures when I feel so inclined.

Re: 2018 Results Post Here

Posted: Wed Jan 02, 2019 8:46 pm
by Jeffreyalan
Desert Portfolio

-1.15%

IEF (7-10 yr Treasury) 60%
IAU (Gold) 10%
VTI (US Stocks) 30%